DB Wealth Management Group’s NextEra Energy NEE Stock Holding History

DB Wealth Management Group’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$12.3K	Sell	203 -171	-46%	-$9.74K	0.01%	274
2023 Q3	$21.4K	Sell	374 -185	-33%	-$12.8K	0.01%	216
2023 Q2	$41.5K	Hold	559	–	–	0.03%	169
2023 Q1	$43.1K	Hold	559	–	–	0.03%	159
2022 Q4	$46.7K	Hold	559	–	–	0.03%	151
2022 Q3	$44K	Hold	559	–	–	0.03%	154
2022 Q2	$43K	Hold	559	–	–	0.03%	163
2022 Q1	$47K	Buy	559 +356	+175%	+$28.5K	0.03%	173
2021 Q4	$19K	Hold	203	–	–	0.01%	232
2021 Q3	$16K	Hold	203	–	–	0.01%	234
2021 Q2	$15K	Hold	203	–	–	0.01%	243
2021 Q1	$15K	Hold	203	–	–	0.01%	248
2020 Q4	$16K	Buy	+203	New	+$15.2K	0.01%	242

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DB Wealth Management Group's NEE Position: Q4 2023 in Review

DB Wealth Management Group reduced its NextEra Energy (NEE) stake by 46% in Q4 2023, selling an estimated $9.74K and leaving 203 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #274.

DB Wealth Management Group first reported a position in NEE in Q4 2020 and has held it in 13 quarters since. The position peaked at $47K in Q1 2022. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

DB Wealth Management Group held 203 shares of NextEra Energy worth $12.3K as of Q4 2023.
DB Wealth Management Group sold 171 NextEra Energy shares in Q4 2023, an estimated $9.74K.
NextEra Energy made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #274 holding.
DB Wealth Management Group first reported a position in NextEra Energy in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's NextEra Energy position peaked at $47K in Q1 2022.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.